I moved my profit sharing to Vanguard in 4/2020.
0.3% to manage that one account. With his concurrence, I implemented same asset allocation across all our accounts so the cost is lower than had we moved everything to Vanguard.
I calculated this year I made 100x the fees we paid.
Maybe after I retire I can handle it, but it sure was worth having someone to discuss it all with.
I almost quit over the negligence around COVID last December and he met on short notice a few times to reassure us that I was good to go.
0.3% to manage that one account. With his concurrence, I implemented same asset allocation across all our accounts so the cost is lower than had we moved everything to Vanguard.
I calculated this year I made 100x the fees we paid.
Maybe after I retire I can handle it, but it sure was worth having someone to discuss it all with.
I almost quit over the negligence around COVID last December and he met on short notice a few times to reassure us that I was good to go.